Report Exec Enterprise Setup Manual by wangnianwu

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									                                                  Report Exec Enterprise Install Manual
                                                                                Table of Contents

Report Exec Enterprise Install Manual .................................................................................................................................... 2
Hardware and Software Requirements ................................................................................................................................... 3
      Minimum Requirements:................................................................................................................................................. 3
      Recommended Specifications: ....................................................................................................................................... 3
Prerequisites Before Installing Report Exec Enterprise .......................................................................................................... 3
Install Files – From CD or Download....................................................................................................................................... 4
      CD Contents ................................................................................................................................................................... 4
      Downloading the Install Files from Our Website ............................................................................................................ 5
Install Steps ............................................................................................................................................................................. 5
      SQL Database Install ...................................................................................................................................................... 6
      SQL Database Update.................................................................................................................................................... 8
      User Website Install on IIS ........................................................................................................................................... 11
      Admin Website Install on IIS......................................................................................................................................... 14
      IIS Website Configuration ............................................................................................................................................. 18
        Adding Required HTTPHandlers ................................................................................................................................ 18
        New Mapping Options Quick Reference Table .......................................................................................................... 20
        Grant Modify Permissions to the ASP.NET Account .................................................................................................. 22
Maintaining Your Database ................................................................................................................................................... 23
      Backing up the Database ............................................................................................................................................. 23
      Restoring the Database ................................................................................................................................................ 24
      Detaching the Database ............................................................................................................................................... 25
      Attaching the Database ................................................................................................................................................ 26
Trouble Shooting Tips ........................................................................................................................................................... 27
Administrating Report Exec Enterprise ................................................................................................................................. 27
      Configuring Locations ................................................................................................................................................... 27
      Configuring Groups and Users ..................................................................................................................................... 28
      Adding Users to the System ......................................................................................................................................... 29
      Adding Groups to the System ....................................................................................................................................... 29
      Entity Contact Configuration ......................................................................................................................................... 30
      Citation Statute Configuration ....................................................................................................................................... 31
      Company List Configuration ......................................................................................................................................... 31
      Report Disposition Configuration .................................................................................................................................. 31
      Reporting Configuration ................................................................................................................................................ 31
      Reporting Sub Module Configuration............................................................................................................................ 31
      Reporting Sub Module Name Configuration ................................................................................................................. 31
      Property Location Configuration ................................................................................................................................... 31
      Trespass Letter Configuration ...................................................................................................................................... 32
      Location Address Configuration ................................................................................................................................... 32
      Other Data .................................................................................................................................................................... 32
Dictionary Table Reference ................................................................................................................................................... 33
                                 Hardware and Software Requirements
Hardware specifications for the Report Exec Enterprise system is based on recommended specifications for Microsoft
Operating Systems. For optimal performance, refer to the recommended hardware specifications. It is required to have
MS SQL Server and IIS Server software. This Microsoft software and our Enterprise software can be installed on a single
server, two separate servers, or in a clustered environment.

    Minimum Requirements:
►   2 GB RAM
►   Pentium Class Processor
►   Windows 2000 Server family, Windows 2003 Server family, Windows 2008 Enterprise R2 Edition.
►   MS SQL Server 2005 or higher
►   2 GB IIS Server space
►   3 GB SQL Server space
►   Internet Explorer 6 or higher on clients
►   Microsoft .Net Framework v2.0 on IIS machine

    Recommended Specifications:
► 4 GB RAM or more
► Pentium 4 family compatible processor
► Windows 2003 Server family and Windows 2008 Enterprise R2 Edition.
► MS SQL Server 2005 or higher
► 5 GB IIS Server space
► 5 GB SQL Server space
► Microsoft .Net Framework v2.0 on IIS machine
► The client machines will require Internet Explorer 6.0 or higher running on a Windows platform and an inter/intranet
connection to your web server.

                    Prerequisites Before Installing Report Exec Enterprise
In order to install and run Report Exec Enterprise, your server will need to meet these install requirements:

► Server with Microsoft Windows Software installed and NOT a domain controller.
► Server must be running IIS 6.0 or higher.
► Server must be running SQL Server 2005 or higher (can be a separate server from IIS).
► IIS Server and SQL server must have Microsoft .Net Framework 2.0 installed.
► IIS Server must have the ASP.NET Service turned on (enable the service in Add/Remove Windows Components,
Application Server, ASP.NET).
► Must have SA rights to the SQL server in order to install the database.
► Must have Admin access to the IIS server in order to install the web applications.

Please make sure that all of these components are in place before making an attempt to install the Report Exec Enterprise
program on your SQL and IIS server. This will ensure a smooth and timely install process without any interruptions or
hang-ups.

NOTE: You can have Microsoft SQL and IIS installed and running on the same server. They do not need to be installed
and running on separate servers in order for our program to work. It will accommodate both setups.
NOTE: Our program will work in a clustered environment. You will need to install the SQL portion on the main server in
the cluster in order for it to work.




                Phone: (414) 423-9800       Website: www.reportexec.com        Email: support@reportexec.com
                                                           3
                                   Install Files – From CD or Download
When you purchase the Report Exec Enterprise system, you will receive a CD which contains all of the installation files you
will need for both the SQL and IIS servers. Or, if you wish, you can download the install files directly from our website by
logging into our Online Support Center at http://www.reportexec.com/reupdate.html. If you choose to download the install
files, you will need your username and password to access the Online Support Center.




   CD Contents
The installation CD that was sent to you will contain the following:

SQL Install Files Folder – This folder will contain two installation files. One will be the actual SQL database installer and
the other will be the SQL database updater. You will need to install the database first and then run the updater.

IIS Install Files Folder – This folder contains the installers for both the user and admin websites.

Crystal Reports Install Files Folder – Here you’ll find the Crystal Reports installer that should be ran on the IIS server.
This will install the needed libraries that our program requires in order to produce report print outs.

DOTNET 2.0 Folder – This will contain the installer for the Microsoft .Net Framework 2.0 which is required on both the
SQL server and the IIS server to run our application. You will not need to run this if your servers already have it.

Dispatch Module Folder – This folder contains the client install for the Dispatch program that can be used with the
Enterprise program if you purchased the appropriate licenses to run it. This will only need to be installed on the client
workstations that will need to run the dispatch program, again, assuming you have proper licenses to run it.

Setup/User Manuals – You’ll also find two Microsoft Word documents. These are the setup and user manuals that will
guide you through the installation of the program and provide user education on how to use it, as well.




                Phone: (414) 423-9800        Website: www.reportexec.com       Email: support@reportexec.com
                                                            4
   Downloading the Install Files from Our Website
You may also choose to download all of the necessary install files from our Online Support Center. In order to access the
Online Support Center on our website, you will need to have your login information that would’ve been supplied to you at
the time of purchase and can be found on your license certificate. If for some reason you are unable to locate your login
information, please feel free to contact your Sales Representative at (414) 423-9800 option 1.

You can get to our Online Support Center by going to http://www.reportexec.com/reupdate.html. Once there, you will need
to select the appropriate product from the drop down list and supply your username and password. Once logged in, you’ll
have access to a number of different resources that are covered in your SSP (Software Service Program) agreement. For
the purpose of performing a brand new Enterprise install, you will want to only concern yourself with the INSTALL section
of the Online Support Center.

                                                                                              You’ll notice that the download
                                                                                              files are presented in order of
                                                                                              how they should be installed
                                                                                              in the white bubbled section
                                                                                              titled NEW INSTALL FILES.
                                                                                              Begin by clicking on each link
                                                                                              to initiate the download and
                                                                                              save each file to the server(s)
                                                                                              they need to be installed on.
                                                                                              PLEASE MAKE SURE TO
                                                                                              DOWNLOAD AND SAVE
                                                                                              THE FILES AND NOT RUN
                                                                                              THEM. They need to be
                                                                                              executed on the server(s)
                                                                                              where the installs are
                                                                                              required.

                                                                                            If you are running SQL server
                                                                                            and IIS on two separate
                                                                                            servers, then you’ll need to
                                                                                            download the database install
                                                                                            file and database update to
                                                                                            the SQL server ONLY. The
                                                                                            rest of the files,
                                                                                            user/admin/crystal installs, will
                                                                                            need to be installed on the IIS
                                                                                            web server, so download
                                                                                            them there. If you are running
SQL server and IIS on the same server, then you can download and run all of the files on that one server.


                                                     Install Steps
Once you have identified your selected source for performing the install and you have met all of the install prerequisites,
these will be the general steps you will be taking to complete the install:

Step 1:   SQL database install
Step 2:   SQL database update
Step 3:   User website install on IIS
Step 4:   Admin website install on IIS
Step 5:   IIS website configuration
Step 6:   One time Crystal Reports install on IIS



                 Phone: (414) 423-9800       Website: www.reportexec.com       Email: support@reportexec.com
                                                            5
   SQL Database Install
To start the Enterprise SQL database install, you will need to launch the “Report Exec Enterprise SQL.exe” installation file
from the installation CD or the location on the SQL server where you saved the file from the download. It is important to
note that this file needs to be executed on the SQL server, so the CD should be inserted into the CD tray of the
SQL server, or the downloaded installation file should be saved on the SQL server somewhere (like the desktop).




Once you’ve executed the file, the Enterprise installer will launch and you’ll be brought to the welcome screen. Click next
through this screen to continue after reading the welcome dialog. Then, you’ll be presented with a screen that will require
your SQL server’s admin login information including the SQL server name. Fill this information in and click next to
continue, confirming that you have SA rights to install on the SQL server. The installer needs SA permissions to create the
required databases and three service accounts.




Next, the installer will ask for the destination folder of where
the application will continue to be installed. What it’s looking
for is the SQL data folder which is by default located at
C:\program files\Microsoft SQL Server\MSSQL\data.

NOTE: The folder location setting is VERY important to
have correct or your install will error when it tries to
create the database as the install continues.

If the defaulted SQL Data Folder that is displayed is incorrect,
simply click on the browse button and navigate and select the
correct data folder destination for the installer. Once you have
selected the correct destination directory, it will then display
itself next to the browse button, replacing the default path that
was previously selected and displayed.




                 Phone: (414) 423-9800        Website: www.reportexec.com     Email: support@reportexec.com
                                                             6
What will the installer do? - In addition to creating the database, our installer automatically does the following via install
scripts:

The Enterprise installer creates three (3) service accounts utilizing SQL (mixed-mode) authentication. These accounts are
necessary for the web application to communicate to the Report Exec Enterprise database installed on the SQL Server.
All data access is done via encrypted Stored Procedures with permissions granted only to these internal service accounts.

Additionally, the Report Exec Enterprise SQL Installer may also create a secondary database that is required to manage
user state from the web application. Dependant on whether or not other .Net applications utilizing an out-of-process
session state have already been installed, this step will be skipped by the installer.

When you have provided the proper directory information, simply click next to go to the ready screen, which will indicate
that the installer has enough information to commence. From here, you can click the back button to go back through to
any of the steps since the execution of the installer, or if you’re ready to install and continue, click the next button to
continue with the install.




If during the installation process there are no errors, you have just successfully installed your SQL server database for the
Report Exec Enterprise system. If you have received errors and are unable to determine the nature and correct them
yourself, please contact our Technical Support Team to get a resolution before continuing. You can contact them via
email at support@reportexec.com or phone at (414) 423-9800 option 2.

If you are presented with the installation success screen, click the finish button to close and end the Report Exec
Enterprise SQL database installation and move on to running the SQL update installation.




                Phone: (414) 423-9800        Website: www.reportexec.com       Email: support@reportexec.com
                                                            7
   SQL Database Update
Now that the database has been installed, you are required to update the database. The database update file will be
called Report Exec Enterprise SQL Upgrade.exe and can be found on the same CD or should be in the same place you
downloaded the SQL Database installer that was ran before this. It is again important to note that this file needs to be
executed on the SQL server, so the CD should be inserted into the CD tray of the SQL server, or the downloaded
installation file should be saved on the SQL server somewhere (like the desktop).




When you’ve located the install file for the SQL database update, double click on the file to start the update process.
NOTE: If you experience any difficulties executing this file, please make sure you are logged into the server with
administrative privileges. Windows may stop you from installing anything if your account does not have sufficient
privileges to do so.




                                                                 The first step during the update process will ask you for
                                                                 the SQL server name and database authentication. Our
                                                                 installer requires you to run it directly on the server, so you
                                                                 should be able to keep the default (local) option that
                                                                 populates the SQL server name field. All you would need
                                                                 to do at this step then is to get properly authenticated.
                                                                 Once you have filled in the appropriate information, click
                                                                 next to continue.




                                                                 The next step is the destination folder option. This option
                                                                 will display the update folder path where the updater will
                                                                 install to. By default, the updater will install to C:\program
                                                                 files\report exec enterprise. If you’ve initially installed to a
                                                                 different directory, simply click on the ‘browse’ button and
                                                                 use the Windows Explorer option to browse to and select
                                                                 the appropriate directory. Once you have verified that the
                                                                 destination folder is correct, click on the Next button to
                                                                 continue.




                Phone: (414) 423-9800       Website: www.reportexec.com        Email: support@reportexec.com
                                                           8
                                           By now, the installer should have enough information to
                                           launch and install. You will recognize this by this next
                                           screen which will indicate that it’s “ready to install the
                                           application”. All you’ll need to do to continue is click the
                                           Next button.




                                           Once you’ve clicked “next”, the installer will begin updating
                                           the system. You will be able to recognize this by the
                                           progress bar and steps that the installer begins to display
                                           that it is taking.




                                           When the updater has finished with the first half of the
                                           update install, you will be brought to another install step
                                           that will again require the SQL server name, database
                                           name, and authentication. Again, because you should be
                                           launching this directly on the SQL server, you should be
                                           able to keep (local) as the server name and our default
                                           REX database name that the installer created. What you’ll
                                           need to do is select one of the authentication methods.
                                           Using a separate SQL login account will require you to
                                           supply your SA (system admin) or admin account
                                           username and password. Otherwise, selecting Windows
                                           Login should work for you. When you have confirmed that
                                           you have the correct information entered and selected, test
                                           the connection by clicking on the Test Connection button
                                           to ensure that you’ll be able to connect to the database
                                           and continue the update process.




Phone: (414) 423-9800   Website: www.reportexec.com      Email: support@reportexec.com
                                      9
                                           If the test is successful and you’ve connected to the
                                           database with no errors, then you will be presented with a
                                           prompt indicating so. Simply click on the OK button to
                                           continue the install process. You will then see that the
                                           second half of the screen has become activated and you
                                           will be allowed to click on the “update” button. Click on the
                                           Update button to proceed with the update. NOTE: If you
                                           cannot connect, then please check the selected and
                                           inputted options again to ensure that the information you
                                           supplied is correct and make any necessary corrections or
                                           adjustments and try again. If you are still unable to
                                           connect, please see your system DBA to confirm that you
                                           have the correct information to connect and make any
                                           adjustments thereafter as instructed.




                                           Once you click on the Update button, you will see the text
                                           box start to provide dialog indicating its progress during the
                                           update process. This may take a minute or two, so please
                                           do not interrupt the update process and wait for a
                                           completion prompt. When the database update is
                                           complete, you will be presented with an update successful
                                           prompt. Click OK to close the prompt. You will then
                                           notice that the update button has changed to a close
                                           button. Click the Close button to exit the database
                                           updater.




                                           Lastly, the Wise Installer will give you the last successful
                                           upgrade prompt. Click the Finish button to complete the
                                           update process.




Phone: (414) 423-9800   Website: www.reportexec.com      Email: support@reportexec.com
                                      10
   User Website Install on IIS

Now that the database has been properly installed and properly updated, you can move on to performing the website
installs for the user and admin portions of the program. We will first be addressing the user site. Remember, you will
need to run the installs directly on the IIS server and not from a remote location on your network, like a client
workstation. It is important that you execute the installers on the IIS server itself. If your SQL server and IIS are on
the same machine, then you shouldn’t have to worry about moving the install files. However, if you have a separate IIS
server and SQL server, then we need to continue this installation from the IIS server.

Once you have confirmed that you are on the IIS server and are ready to continue, locate the user website install file from
either the install CD or in the location on your IIS server where you moved the file to from the earlier download off of our
website. The file will be called Report_Exec_Enterprise_WEB_User_Install.msi:




When you’ve located the install file for the user website install, double click on the file to start the update process. NOTE:
If you experience any difficulties executing this file, please make sure you are logged into the server with administrative
privileges. Windows may stop you from installing anything if your account does not have sufficient privileges to do so.




                                                                 When you first launch the user website installer, you will be
                                                                 presented the installer’s welcome screen. Read trough the
                                                                 welcome dialog and click the Next button to continue the
                                                                 installation process.




                Phone: (414) 423-9800        Website: www.reportexec.com        Email: support@reportexec.com
                                                            11
                                           The next screen you will come to will display the license
                                           agreement. Once you have read through the license
                                           agreement and are ready to continue, you will need to
                                           agree to the terms by clicking on the I accept the license
                                           agreement radio option. You will not be able to proceed
                                           without agreeing to the terms and conditions of the license
                                           agreement. Once you have agreed, you’ll see that the
                                           button to continue has become activated. Click on the
                                           Next button to continue.




                                           Then you will be presented with the option to select the
                                           destination folder where the website will be installed to. By
                                           default it will want to create a directory at the location
                                           C:\Inetpub\wwwroot\CESIReportExec. It is recommended
                                           that you keep the default install location. Otherwise you’ll
                                           have the option to browse and select a folder where the
                                           directory will be created. Once you have confirmed that
                                           the destination folder is correct, click Next.




                                           At this point the installer will have enough information to
                                           continue. If you want to review the options you have
                                           selected in the previous screens, you’ll be able to click the
                                           Back button to review and make any corrections as
                                           needed. Otherwise, click the Next button to begin the
                                           install.




Phone: (414) 423-9800   Website: www.reportexec.com      Email: support@reportexec.com
                                      12
                                           At this point you’ll notice that the installer will display a
                                           progress bar. This process will take a few moments or
                                           minutes depending on varying factors and all you’ll need to
                                           do at this point is wait until the progress bar is complete
                                           and the next screen is presented.




                                           Next you’ll come to the website configuration app. Here
                                           you’ll be asked to provide the server and database name
                                           and select the ASP.NET session settings. You should be
                                           able to keep the default (local) server options and the
                                           default SQL database name of REX. Otherwise, hit the
                                           drop down and select the server name from the listing.
                                           Also, for the ASP.NET sessions settings, you should be
                                           able to keep the default “In Process” option that will allow
                                           you to store the state information locally. Or, you can
                                           choose from the SQL State or IIS State options providing
                                           the connection strings your system requires. Once you
                                           have inputted and selected all of the correct settings, click
                                           on the Test button to test the connection to the database.




                                           If the test connection is successful, you’ll be presented with
                                           a dialog box indicating so. Simply click on the OK button
                                           to close this box and then click the Finish button to close
                                           the configuration app. If the test connection is
                                           unsuccessful, you’ll be presented with an error prompt that
                                           will indicate why. You should be able to identify the
                                           problem based on the error presented and make any
                                           necessary corrections at that time. If you continue to
                                           receive errors, you may need to contact your system DBA
                                           to determine the nature of these errors, or contact a
                                           Competitive Edge Software, Inc. Technical Support Rep to
                                           further assist you in identifying the issue.




Phone: (414) 423-9800   Website: www.reportexec.com      Email: support@reportexec.com
                                      13
                                                                  After the configuration app closes, you’ll be presented with
                                                                  a final success screen indicating that the user website
                                                                  install is complete. Click the Finish button to close this
                                                                  screen.




   Admin Website Install on IIS
The admin website install is identical to installing the user website. So, if you successfully installed the user website, you’ll
have zero problems installing the admin portion. Remember, you will need to run this install directly on the IIS server
and not from a remote location on your network, like a client workstation. It is important that you execute this
installer on the IIS server itself. If your SQL server and IIS are on the same machine, then you shouldn’t have to worry
about moving the install files. However, if you have a separate IIS server and SQL server, then we need to continue this
installation from the IIS server as you did with the user website.

Locate the admin website install file from either the install CD or in the location on your IIS server where you moved the file
to from the earlier download from our website. The file will be called Report_Exec_Enterprise_Web_Admin_Install.msi:




When you’ve located the install file for the admin website install, double click on the file to start the update process.
NOTE: If you experience any difficulties executing this file, please make sure you are logged into the server with
administrative privileges. Windows may stop you from installing anything if your account does not have sufficient
privileges to do so.




                 Phone: (414) 423-9800        Website: www.reportexec.com        Email: support@reportexec.com
                                                             14
                                           When you first launch the admin website installer, you will
                                           be presented the installer’s welcome screen. Read trough
                                           the welcome dialog and click the Next button to continue
                                           the installation process.




                                           The next screen you will come to will display the license
                                           agreement. Once you have read through the license
                                           agreement and are ready to continue, you will need to
                                           agree to the terms by clicking on the I accept the license
                                           agreement radio option. You will not be able to proceed
                                           without agreeing to the terms and conditions of the license
                                           agreement. Once you have agreed, you’ll see that the
                                           button to continue has become activated. Click on the
                                           Next button to continue.




                                           Then you will be presented with the option to select the
                                           destination folder where the website will be installed to. By
                                           default it will want to create a directory at the location
                                           C:\Inetpub\wwwroot\CESIReportExecAdmin. It is
                                           recommended that you keep the default install location.
                                           Otherwise you’ll have the option to browse and select a
                                           folder where the directory will be created. Once you have
                                           confirmed that the destination folder is correct, click Next.




Phone: (414) 423-9800   Website: www.reportexec.com      Email: support@reportexec.com
                                      15
                                           At this point the installer will have enough information to
                                           continue. If you want to review the options you have
                                           selected in the previous screens, you’ll be able to click the
                                           Back button to review and make any corrections as
                                           needed. Otherwise, click the Next button to begin the
                                           install.




                                           At this point you’ll notice that the installer will display a
                                           progress bar. This process will take a few moments or
                                           minutes depending on varying factors and all you’ll need to
                                           do at this point is wait until the progress bar is complete
                                           and the next screen is presented.




                                           Next you’ll come to the website configuration app. Here
                                           you’ll be asked to provide the server and database name
                                           and select the ASP.NET session settings. You should be
                                           able to keep the default (local) server options and the
                                           default SQL database name of REX. Otherwise, hit the
                                           drop down and select the server name from the listing.
                                           Also, for the ASP.NET sessions settings, you should be
                                           able to keep the default “In Process” option that will allow
                                           you to store the state information locally. Or, you can
                                           choose from the SQL State or IIS State options providing
                                           the connection strings your system requires. Once you
                                           have inputted and selected all of the correct settings, click
                                           on the Test button to test the connection to the database.




Phone: (414) 423-9800   Website: www.reportexec.com      Email: support@reportexec.com
                                      16
                                           If the test connection is successful, you’ll be presented with
                                           a dialog box indicating so. Simply click on the OK button to
                                           close this box and then click the Finish button to close the
                                           configuration app. If the test connection is unsuccessful,
                                           you’ll be presented with an error prompt that will indicate
                                           why. You should be able to identify the problem based on
                                           the error presented and make any necessary corrections at
                                           that time. If you continue to receive errors, you may need
                                           to contact your system DBA to determine the nature of
                                           these errors, or contact a Competitive Edge Software, Inc.
                                           Technical Support Rep to further assist you in identifying
                                           the issue.




                                           After the configuration app closes, you’ll be presented with
                                           a final success screen indicating that the admin website
                                           install is complete. Click the Finish button to close this
                                           screen.




Phone: (414) 423-9800   Website: www.reportexec.com      Email: support@reportexec.com
                                      17
   IIS Website Configuration
After performing the user and admin website installs, you will need to complete a few more manual tasks to allow certain
portions of the web application to function properly. You will need to be on the IIS server to configure these settings and
have access to the IIS manager.

   Adding Required HTTPHandlers

You will need to add four new mappings to the HTTPHandlers. The extensions you will be adding are .rpx,
.ActiveReport, .pdf, and .ArCacheItem. To configure the required HTTPHandlers in IIS for the application:




                                                                      1. Open the IIS manager and select the “Handler
                                                                      Mappings” option.




                                                                      2. Once you have the Handler Mappings window
                                                                      open, double click the item with the *.aspx extension
                                                                      listed in the path column. NOTE: If your machine
                                                                      does not have the ASP.NET server components
                                                                      installed, the .aspx handler will not show up in the
                                                                      Mappings list. If you are using a 64 bit server use the
                                                                      path from the NON-64 bit handler.




                Phone: (414) 423-9800       Website: www.reportexec.com       Email: support@reportexec.com
                                                           18
                                                            3. Select and copy (Right Click – Choose Copy) all
                                                            of the text in the Executable field. We need to copy
                                                            the .dll path for the .aspx mapping in order to create
                                                            new needed mappings, thus the copy. Then, click
                                                            Cancel to return to the Application Configuration
                                                            window.




                                                            4. Once you’re back at the Mapping tab, click on the
                                                            Add Script Map button to start a new mapping.

                                                            5. In the new mapping window right click and
                                                            select paste in the Executable field.
                                                            6. In the Request path field, type in .rpx as the new
                                                            extension.


                                                            7. Click on the Request Restrictions button, and
                                                            then click the Verbs tab. When adding the .rpx
                                                            mapping, you will be keeping the defaulted settings
                                                            for the verbs as All Verbs and box check boxes
                                                            checked for Script engine as displayed in the
                                                            screenshot. For .rpx will also check Invoke Handler
                                                            Only If Request is Mapped to: File. This is ONLY
                                                            for .rpx.



8. IMPORTANT: Repeat steps 5, 6, and 7 for the next three mappings, .ActiveReport, .pdf, and .ArCacheItem.




           Phone: (414) 423-9800    Website: www.reportexec.com     Email: support@reportexec.com
                                                  19
   New Mapping Options Quick Reference Table

When adding the new mappings per the instructions above, make sure the settings for each match this table:


       Mapping          Executable              Extension         Verbs              Script engine      Invoke Handler...

                      Copied from the
.rpx                                     .rpx                    All Verbs              Checked                Checked
                      .aspx mapping
                      Copied from the
.ActiveReport                            .ActiveReport           All Verbs              Checked              NOT Checked
                      .aspx mapping
                      Copied from the
.pdf                                     .pdf                    All Verbs              Checked              NOT Checked
                      .aspx mapping
                      Copied from the
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                      .aspx mapping


                                         Converting the Websites to Applications
                                         After you have properly set up the mappings you will need to convert the
                                         CESIReportExec and CESIReportExecAdmin to applications. You can do this by
                                         expanding the website that Report Exec is installed under, and then right
                                         clicking




                 Phone: (414) 423-9800    Website: www.reportexec.com        Email: support@reportexec.com
                                                            20
Converting to Application Pools




                                                     1. Expand the website containing the CESIReportExec
                                                     and CESIReportExecAdmin websites. Right click on either
                                                     site (you will end up doing this with both sites). Select the
                                                     option ‘Convert to Application’.




                                                     2. Make sure the application pool is set to
                                                     DefaultAppPool. Hit ‘Ok’. Repeat this process with the
                                                     other website as well.




       Phone: (414) 423-9800      Website: www.reportexec.com     Email: support@reportexec.com
                                                21
                                  Grant Modify Permissions to the ASP.NET Account

                                  The final step required to properly configure your new reporting system
                                  allows users of the system to upload digital media.

                                  1.       Open Windows Explorer, browse to the CESIREPORTEXEC
                                  web directory (by default, this should be
                                  c:\inetpub\wwwroot\CESIReportExec)

                                  2.      Open the Security Tab on the Properties window for the DATA
                                  subfolder.

                                  3.    Click Add, Advanced, Find Now, and choose ASPNET for
                                  Win2000 servers or NETWORK SERVICE for Win2003 servers.

                                  4.     Grant the newly added user permissions for Modify, Write, and
                                  Read. Click on Apply and then OK.


                                  You have now completely and properly installed Report Exec
                                  Enterprise. The next step is to configure the application to your
                                  organization, such as specifying users that can use the system and
                                  adding drop down information throughout the program.


              Other Permissions to Set

              Similar to the steps of the last section, make sure you set Modify, Write, and Read options
              for any users who may access Report Exec on the Data, FileUploaderTemp, and Reports
              folders.




Phone: (414) 423-9800      Website: www.reportexec.com      Email: support@reportexec.com
                                         22
Maintaining Your Database
This section of the Install manual will cover moving your database from one server to another and backing up and
restoring the database.

   Backing up the Database

Backing up the database is important when you are moving your database or making any changes.




                                                               Go to the SQL Servers Control Panel and double click on
                                                               Databases. Then, right click on the database that you will
                                                               want to back up and then you will want to go down to
                                                               Tasks and then select Back Up.




                                                               The Back Up Database window will appear and all you will
                                                               need to do is click on OK and it will begin to back up the
                                                               database.




               Phone: (414) 423-9800       Website: www.reportexec.com      Email: support@reportexec.com
                                                         23
Restoring the Database




                                                    Go to the SQL Servers Control Panel and double click on
                                                    Databases. Then, right click on the database that you will
                                                    want to restore and then you will want to go down to Tasks
                                                    and then select Restore and then Database.




                                                    The Restore Database window will appear and you will
                                                    want to make sure that you are restoring the database to
                                                    the right location. You will also want to make sure that you
                                                    have selected to overwrite the existing database. Once
                                                    you have confirmed that everything is correct, click OK
                                                    and your database will be restored.




         Phone: (414) 423-9800   Website: www.reportexec.com     Email: support@reportexec.com
                                               24
Detaching the Database




                                                    First you will want to copy the log files and the data files to
                                                    the server that you are going to be moving the database to.
                                                    Then, from the SQL Server Management Studio, you will
                                                    want to select the database that you want to detach and
                                                    right click on the database and go down to Task and then
                                                    select Detach.




                                                    After selecting the detach option the Detach Database
                                                    screen will appear so that you can make sure the right
                                                    database was selected. Once you click on OK it will detach
                                                    the database. You will want to make sure that no one is
                                                    connected or tries to access this database. If there is
                                                    someone on the database you will want to check mark the
                                                    Drop Connections box and then click on OK. Your
                                                    database is now detached.




         Phone: (414) 423-9800   Website: www.reportexec.com       Email: support@reportexec.com
                                               25
   Attaching the Database
To attach the database you will want to right click on         Then the locate database file screen will appear and you
databases and then go down to Attach.                          will want to find the .mdf file for the database you detached.
                                                               Once you find the .mdf file click on OK.




Then the Attach Database screen will appear and it will
show the location of the .mdf file and show you the details
of the database. Once you confirm that every thing is
correct you will want to click on OK. Your database is now
attached.




                Phone: (414) 423-9800       Website: www.reportexec.com       Email: support@reportexec.com
                                                          26
                                             Troubleshooting Tips
For trouble shooting tip please visit our support site at http://www.reportexec.com/reupdate.html. From this page you can
visit our Online Support Center which will give you access to a number of resources that will benefit you in maintaining and
managing the Report Exec Enterprise system, including our product knowledge base that will help you with some basic
troubleshooting tips. In order to access the Online Support Center, you will need your username and password that you
can find on your product license certificate. Otherwise, feel free to contact your Sales Representative or Technical
Support to obtain your login information at (414) 423-9800 option 1 or 2.

                             Administrating Report Exec Enterprise
The next step involves configuring Report Exec to match the expectations of your organization.
Depending on how you acquired Report Exec, the Report Exec database may already have many details of your
organization embedded. If you have obtained a preconfigured version of Report Exec, you may skip many of the steps
below.

Report Exec packages along an administration program that allows you to configure the system to your organization. It is a
web based interface which requires an internet browser to access and use. Depending on which web you installed Report
Exec on, the administration program was installed at the same location.

To illustrate, if you installed Report Exec at C:\InetPub\wwwroot\, then your administration program can be accessed by
typing ‘http://localhost/CESIReportExecAdmin/’. Again, depending on where the program was installed, this address will
differ.

Upon entering the above address, you will be presented with the Report Exec Admin program login screen. The default
username and password is ‘Report Exec’ and ‘enterprise’.

Once you have authenticated as an administrator, the system redirects to the main screen of the admin program.

It is within this program, you will configure the rest of the program for your organization. The program adjusts on-the-fly.
However, we do recommend you perform administration duties during off-peak hours in the event users lose current
unsaved work.

   Configuring Locations
Report Exec emphasizes user friendly workflow. To achieve this goal, the database stores locations within your
organization so they are readily available from many list menus inside the program.

Without explicitly setting locations, your users will not be able to attach reports to a certain part of your organization.
Further, statistical reports on incidents and work events become less reliable.

Therefore, it is important to logically define your locations in order to meet the workflow of your users.

To configure locations, you need to click on Dictionary on the left-hand menu, and choose TreeView Dictionaries. Then
select Location from the ‘Select a Table’ prompt.

Let us illustrate an example organization, with hypothetical locations. Our example company will be Rides Manufacturing
Incorporated, or RMI. RMI has a central headquarters, four manufacturing plants, and ten retail stores.

Most organizations only have one central headquarters, and therefore we would express this location as independent of
the plants and retail stores.

Presently, you will see primary levels as the only listing. You will want to click on add sub item and then Type ‘Central HQ’
in the blank field. The page refreshes, showing the location you have entered on the screen.

                 Phone: (414) 423-9800        Website: www.reportexec.com         Email: support@reportexec.com
                                                              27
Most corporate headquarters consist of several wings and several floors. Our sample company has two wings, ‘McKinley
Research Wing’ and an ‘Operations Wing’. The McKinley wing has two floors, while the Operations wing has three.


We will first add the two wings. Make sure that Central HQ is selected and the click on add sub item. An empty field
appears for you to type in a name of this child location. Simply type ‘McKinley Research Bldg’, and click the Add link.

To add the other wing, click on ‘Central HQ’, and the add sub item link again. Now enter ‘Operations Wing’ in the field that
appears, and click Add.

To enter the floors for each wing, select the appropriate wing, and click add sub item. You will notice that children
locations become indented.

Back to our sample company illustration: we should add a root node for Manufacturing Plants, and a root node for Retail
Stores. Our sample company has plants in two states. We could define the states as children under Manufacturing Plants,
and then add the name of the plants. However, it would only be more convenient to do it that way if we could foresee
having 50 plants in one state. It is your choice to become as specific and detailed as you wish.

Our company builds three new retail stores every year, and projections define at least 20 more over the next five years. So
we will add a child under Retail Stores for each state the stores are in, and then file the stores underneath the States.

As you can see, this structure allows for a complete and exhaustive detail of specifying locations. We recommend being
specific as possible, however, they are only recommendations.

Additionally, any location defined within this hierarchy can be assigned a fully qualified address. These assignments are
useful when reports are printed for external agencies unfamiliar with your organization’s addresses. See Location Address
Configuration.

   Configuring Groups and Users
If you are a system administrator, you are well aware that people that should not have access to certain resources need to
be securely locked out of those areas. Report Exec defines permissions to data based on groups and users.

Groups contain Components (or modules). These components define whether a group has the ability to write citations,
clerical reports, track daily events, and so forth. You decide what a group is able to do within a system, and add the
appropriate Component to the group.

Obviously, groups can contain people and other groups. We will refer to these sub-children as Elements.

Additionally, these Elements also have roles within the group. Some are administrators, some are supervisors, some are
simply able to read reports or conduct searches, some can create reports for the group, and some can create
investigations for that group.

Supervisors are classically defined as those to whom the others in the group report to. By default, any reports created
within a group must pass the review of the supervisor. The supervisor may then deem the report completed and publish it,
or request changes to the report and send it back to its author.

Publishing reports allows other members of the group to see the finished report. Until a report is published, it is only
available to the author and the supervisor of the group.

Supervisors may declare certain people permissions to publish to the group automatically, or even certain types of reports.
However, it is the sole discretion of the Supervisor, and the path taken is configured by the supervisor in the main
program.




                Phone: (414) 423-9800        Website: www.reportexec.com        Email: support@reportexec.com
                                                            28
   Adding Users to the System
Before a person can be added to a group, they must become a user of the system. From the main administration screen,
select People... Add User.

A screen for passing the first, middle, and last names of a person is presented. Additionally, a citation name field is
available allowing you to give a specific formal name to a person on external reports (for example Officer Brown).

A username and password are required for the user so they may log into the system.

If the person uses the system but it not part of your organization (an external contractor), you may designate their
representing company in the company dropdown.

An EmployeeID field is made available as well a note field, which is only shown to administrators of the system.

   Adding Groups to the System
Groups are collections of users and other groups that will often mirror departments in your organization. Let us consider a
Human Resources department at a corporation. There is usually one person ultimately responsible for that department -
usually the executive. In our theoretical HR department, the executive is Randy Shinn. There are also two divisions within
the HR department, internal affairs and payroll. Each division also has a supervisor, Lydia Hampton and John Wright
respectively.

To mirror this structure within Report Exec, we would add a new group called Human Resources, somewhere inside a
corporate-wide group, giving the executive the supervisor role. We also add his or her immediate support staff as report
creators and report readers.

Since the HR department contains two divisions, both ultimately supervised by the executive and his support staff, we shall
create two groups (Internal Affairs and Payroll), and add both of them to the HR group.

In the Internal Affairs group, we add the user Lydia Hampton. We assign her a supervisor role. We repeat the same for the
Payroll Division, assigning John Write a supervisor role. For each division, we add the support staff giving report creator
and/or report reader roles.

Currently our theoretical HR group is setup to not allow the Internal Affairs group to read documents from the Payroll
group. We can easily change this by adding the Internal Affairs group to the Payroll group, giving the Internal Affairs group
a reader role only in the Payroll group.

In this manner, the HR department group which consists of the executive and his/her immediate support staff can read
their documents plus the documents of the Payroll and Internal Affairs divisions. The Internal Affairs group can read
documents of the Payroll group, but cannot create reports originating from the Payroll group.
The Payroll group itself cannot read document from either Internal Affairs or the containing HR group (unless we specified
otherwise).




                Phone: (414) 423-9800        Website: www.reportexec.com        Email: support@reportexec.com
                                                            29
   Entity Contact Configuration
A unique feature of CESI Report Exec Enterprise is the ability to define contact types. The development team of Report
Exec has defined two entity types: person and business (or organizations). Each contact type you define will have certain
input fields dependant on the nature of the contact.

Let’s use an example to clearly illustrate the flexibility this feature allows. Suppose your organization is a college campus,
and you wish to have the ability to report contact information for Student’s parents. The steps involved are as follows:

    1.   Click Add a New Contact
    2.   Type a name for the contact, ‘Parents’ ( Abbreviations are optional), and click Add.
    3.   Under ‘Available Entity Types’, the Person dictionary is highlighted.
    4.   Simply check-mark the appropriate tabs listed that a user should have access to, in order to fully-define a Parent.
    5.   For our purposes, a Name Address tab and a Known Associates tab are all that we require.
    6.   Click Update Changes.

From now on, when a user enters a contact in a report, they will be able to choose ‘Person…Parents’, and enter the
parent’s name and address information, and their attending son or daughter in the Known Associates tab.

Removing existing tabs does not erase any stored data about a contact. If the Parents tab was previously defined using a
Description tab, and weeks later you remove that tab from users, the data associate with the Description tab is still present
in the database, and will be available to users again if you re-instated the Description tab.

A simple reference table listing the available tabs and their purpose follows:

Name Address
Allows entry of first, middle, surnames, street addresses, and multiple phone numbers.

Business Name
Allows entry of a business name, address, and phone numbers.

Description
Presents user with ability to log driver license number and issuing authority, height, weight, race, eye color and hair color.

Scars, Marks, Tattoos
Allows user to log distinguishing features such as tattoos, scars, etc.

Other Names (Aliases)
Allows user to log known aliases for a contact type such as nicknames.

Force Used
Allows user to log any offending force a contact may have used against someone, as well as apprehension force a security
officer employed upon a contact.

Calls Made
Allows user to log date and time of when attempted calls were made to an agency such as fire departments or people such
as parents are called and expected to arrive on-scene.

Arrival Info
Follows up the Calls Made tab allowing logging when the contacted person or agency arrived and optionally departed the
scene.

Known Associates
Allows logging of persons a contact is known to be associated with. These may include gang members for an offending
contact, or simply parents of an offending or non-offending student.


                 Phone: (414) 423-9800       Website: www.reportexec.com         Email: support@reportexec.com
                                                            30
Injury Info
Allows logging the description of contact’s injuries involved in an incident.

Other Identification
Allows the user to log other identification besides a driver’s license such as a state-issued identification card, or social
security number.

   Citation Statute Configuration
If your organization utilizes citation reporting, users of the system will need a list of statutes to apply against violators. From
this screen, you can enter the statute number, title, and fine amount if any.

   Company List Configuration
This screen serves the purpose of defining a list of companies which frequent the organization, allowing a user to select
the company from a drop-down list on a visitor tracking screen. For example, a representative visiting your organization
may be required to sign-in at a front desk. The user enters the representative’s name and then selects a company the
visitor is representing. This administration screen controls which companies appear in this list.

   Report Disposition Configuration
For any report, you may define certain dispositions that reports can be stated as. For example, a False Alarm report may
contain dispositions of UNKNOWN, UNFOUNDED, CONCLUDED…etc. These dispositions are completely optional and
are separate from the system’s internal tracking of reports in-progress and published.

   Reporting Configuration
This screen allows your organization to define the names of the reports in the system, and check-mark which reports are
available to reporting users of the system. The screen lists the system-defined report name, along with its custom-
assigned name. When you have completed making changes, simply click Update Changes, or Reset to return to the
values present before you made the current changes.

   Reporting Sub Module Configuration
This screen lists all available reports in the system, and allows you to attach sub-report types to a report. For example, by
default Fire Reports have Contacts, Property, Vehicle, Digital Media, Narrative, Supplements, Tasks/To Do, Main Info, and
External Agency sub-report types associated with it. You may choose to checkmark which sub-report types a user can
access on the chosen report.

When you have made your changes, simply click Update Changes, or Reset to return to the previous values.

   Reporting Sub Module Name Configuration
The Reporting Sub Module Name Configuration screen allows your organization to change the text associated with sub-
report types. Instead of having a Vehicle sub-report type, you could alter the name to Cars. The changes reflect on all
reports. Again, be sure to click Update Changes if you wish to save the changes.

   Property Location Configuration
This screen allows your organization to define storage locations for seized or held property. These values are based on the
selected property group. Changes are immediate.




                 Phone: (414) 423-9800        Website: www.reportexec.com         Email: support@reportexec.com
                                                              31
   Trespass Letter Configuration
Trespass warning letters issued to trespassers can be modified with this screen. Simply, select a group and enter the text
of the warning letter.

   Location Address Configuration
If your organization produces reports for external agencies such as local law enforcement, it may be necessary to assign a
fully-qualified address to a specific location defined in your location hierarchy.

You may assign these street addresses to locations from the Location Address Configuration screen.

For any location you have previously defined, you can select the location from the dropdown, and enter a street address
which will then print on any report.

These addresses will also print on any historical reports using the same location.

   Other Data
Your system installs preconfigured with default dictionaries. Dictionaries are lists of certain item types. For instance, an
AlarmType dictionary defines the types of alarms a user may select when filling out a False Alarm report. You may add
and change items to these dictionaries as necessary. Items are never deleted, they only become inactive.




                Phone: (414) 423-9800        Website: www.reportexec.com        Email: support@reportexec.com
                                                             32
                                         Dictionary Table Reference
At install time, your organization receives the dictionary tables populated with default items. It is your task to inspect these
items and ensure they match appropriately with your organization, and make any adjustments deemed necessary.


     DICTIONARY NAME                          PURPOSE

     Access Level                             List of organization defined security zones a visiting contact may have access to.
                                              Used in Visitor Tracking module. Examples include West Wing, Maternity, etc.



     Activity Type                            Refers to types of activities that are to be used in Daily Event tracking. If users
                                              are required to specify and record certain tasks, this dictionary gives them a list
                                              of activity types to choose from.



     Alarm Type                               Used in Alarm reports, it describes the particular type of alarm that was
                                              triggered… Fire, Smoke, Motion Detector, etc.



     Contact Type                             Lists types of contacts available to define an entity. See Configuring Contacts.


     Direction                                Lists common directions related to street addresses… North, South, East,
                                              Southeast, etc.

     Distinguishing Feature                   Lists types of bodily features used to identify a person… tattoos, scars, etc.


     Eyecolor                                 Lists commonly accepted eye colors


     Gender                                   Lists commonly accepted genders


     Haircolor                                Lists commonly accepted hair colors


     Hate CrimeType                           Refers to types of hate crimes... race, sexual, etc.


     ID Number Type                           Refers to auxiliary identification numbers that may be used in further identifying a
                                              contact. Example types are social security, student id, etc.


     Injury Status                            Used to describe varying levels of injury severity for a contact.


     Known Associate Type                     Types of relations to a contact. Examples are relative, gang member, etc.


     Lighting                                 Refers to types of lighting found in most environments. Used in Employee Injury
                                              reports. Examples include incandescent, fluorescent, natural, etc.



     Offender Force                           List of possible uses of force an offending person may use on others.


     Other Name Type                          Lists commonly accepted types of names. Examples include nicknames, aliases,
                                              etc.


     Phone Type                               List commonly used communication types referred to as phone communication.
                                              Cellular, home, work, temporary, student, etc.



                 Phone: (414) 423-9800        Website: www.reportexec.com                Email: support@reportexec.com
                                                                 33
Plate Type                         Lists commonly accepted types of vehicle plates an issuing authority may offer.
                                   Examples includes Veteran’s plates, bicentennial plates, etc.

Property Category                  List of commonly accepted conditions of property an organization describes.
                                   Used in describing property in reports, and lost/found property. Examples include
                                   lost, damaged, seized, found.
Property Location                  List of all property storage areas within an organization. Includes vaults, bins,
                                   etc.
Property Type                      Lists classifications of property an organization uses to generalize types of
                                   property. Used in describing property in reports, and lost/found property.
                                   Examples include vehicles, bicycles, personal items (wallets, jewelry), etc.
Race                               List of commonly accepted divisions of race.


Street Type                        Lists of commonly used types of travel mediums. Examples include road, street,
                                   avenue, boulevard, etc.



Structure Type                     List of commonly accepted definitions of building structures. Used in Employee
                                   Injury reports.



Surface Type                       Lists primary elements a walking surface may be composed of. Examples
                                   include concrete, wooden, etc.



Training                           A list of types of employee training the organization classifies in separate
                                   categories. Used in Employee Training reports. Examples include gun training,
                                   fire training, etc



Vehicle Color                      List of commonly accepted definitions of vehicle color


Vehicle Make                       List of most common vehicle manufacturers worldwide


Vehicle Style                      List of commonly accepted definitions of styles of vehicles. Examples include 2-
                                   door Sedan, Bus, commercial airline, etc.



Visitor ID Type                    Refers to auxiliary identification numbers that may be used in further identifying a
                                   visiting contact. Used in Visitor tracking. Example types are social security,
                                   student id, state id, etc.


Weather Type                       Lists of commonly accepted definitions of weather conditions. Used in Employee
                                   Injury Reports.




           Phone: (414) 423-9800   Website: www.reportexec.com                Email: support@reportexec.com
                                                      34

								
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